CPI
Discussion centred on whether CPI is understating persistent inflation and how upcoming CPI data could affect rates, bonds and gold. Adrian Day argued methodology changes make CPI lower than under the former approach, while Todd Horwitz and Mark Skousen said broader inflation is far above the reported CPI rate. 125 Other speakers emphasised that CPI remains above 3%, is eroding real wages, or looks reasonable only relative to wages and asset prices. 46
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 2 voices2 rising
Rising
- AWAnna WongRising Expects video streaming services to push the CPI report higher tomorrow, with Disney+ price increases possibly affecting the October index too. “BPP is flagging video streaming services rising in tomorrow’s CPI report” Open the post My team is launching the Bloomberg Price Project… · 13 Oct
Sharply rising
- RBRobin BrooksSharply rising Expects the CPI reading to be bad, with inflation pressure building. “Not a good CPI number.” Open the post Not a good CPI number. Last month it was wireles… · 14 Oct
2 rising
Also asked
Risk 1 voice← rising · easing →1 easing
Low risk
- JWJoseph WangLow risk Dismisses the concern that the US government would manipulate CPI in a big way; any distortion would be only a few tenths. “I don't think it's legitimate concern to say that the US government will suddenly manipulate interest rate manipulate CPI in a big way” ▶ 5:33 Markets Weekly October 10, 2026 · 10 Oct
Mentions
35 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- David Lin 6 mentions
- Walter Bloomberg 5 mentions
- Daniel Lacalle 4 mentions
- Blake Morrow 4 mentions
- Geiger Capital 3 mentions
- Robin Brooks 2 mentions
- The Kobeissi Letter 2 mentions
- Anna Wong 2 mentions
See what your own voices say about CPI, every morning.
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